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We just upgraded to 2024r1 and now that I can use GIs as tables to look up against within GIs, I was trying to build some more complex reports set up that my sales team requested.They want to view, by customer, the Count of Invoices, Sum of Units Sold, and Sum of Dollar Sales for Last Year’s Month to Date, side by side with This Year’s Month to Date.I can get this information for one time period in a GI pretty easily.  So I set up two GIs for the two different time periods, and then built a 3rd GI to combine the data from both GIs by linking them to the customer table.  Everything seems to work correctly except that the Count of Invoices is coming up blank on the combined GI.  They show up on the “child” GIs properly.  Anyone have a solution to getting the count data to show up?Image of Child GI Results, Count circled:Image of the combined GI, Count Fields coming up blank: Image of the combined GI.  Note: I’ve tried Aggregating by Count, Sum, Max, <Blank>, and tried different Sch

I have published a customization project to one tenant (projecthas 3 custom forms and Sales Order Screen customized), and I select the Publish to Multiple Tenant Option and selected the tenant I wanted the customizations to be seen. The 3 custom forms are not seen as expected in my other tenant but the Sales Order Screen customizations are still visible. Any idea why this occurs?Thanks.

Hi,Does anyone know how to change the Message on the Scan and Count screen? i want to change this in the mobile application as well. Thanks.

Is it possible to populate the Customer/Vendor field in the detail section of the Journal Transaction through an import scenario? I cannot get the filed to populate - if it is possible am I using the Customer ID or BAcctID?Thanks for the help! ~Coleen

I am trying to setup Audit History on the Access Rights by Role form.  I have the Audit form configured and active. When I view the Audit History on the Access Rights by Role I am not seeing the changes that were made to the role.  I am receiving the dialogue box that appears when audit is not setup? Any help would be appreciated. Thanks..coleen

Hello!I was wondering if it is possible to partially invoice a Sales Order of the IN Order Type? I have a customer not shipping order in Acumatica so they are importing them as the IN order type so they can invoice customers as items are shipped on their external system. Most of the time they are partially shipping items and therefore need the ability to partially invoice only the items that have been shipped. Thanks!

While creating sales order and adding line items in so line i am encountering this error. Below is the screenshot of the error. I am not able to find out the actual cause of the error. Please help.Details : Name: Aggregate Validation: PX.Objects.SO.SOOrder+orderQty. Below is screenshot.We already upgraded within R2, both 206 and 209 but still issue remains there. Please help how to debug this issue as in my code there’s no exception throwing. Let me know if there’s any specific settings or locations to look out for.

We have template items setup with matrix items that map to the BigCommerce variants. Client does not want price or weight to populate BigCommerce from Acumatica. They want to maintain that in BigCommerce only. I’ve set in both the Stock Item and Template Item entity to unmap these fields yet the variant in BigCommerce is updating the price/weight based on what is on the variant in Acumatica. Is there a better way to accomplish this? This is 22 R1 for reference. 

Hello,I have a custom table that I am showing on the ‘Employees’ screen as a new tab. It has one key ID designated with the [PXDBIdentity(IsKey = true)] attribute in the DAC. It worked in 23R1 but now that I have it published in 24R1 none of my event handlers are firing on the tab and when I attempt to add a value in one column the row effectively resets and I lose all my data.I should note that I also have a maintenance screen with the exact same logic pointing to the same DAC- just not filtered by the employee- and all the logic works and saves to the DB without any error.Since 24R1 added a bunch of permission defaulting, my first spot was to check there but no luck. I have the rights on the view set to DELETE so it shouldn’t be a permission issue.I also deleted all my event handlers to where the only code I had in my employee graph ext was the view itself and I am still getting the error. I ran the request profiler and have not been able to get consistent results but a few times I h

I have try to override ShowSplits mehod of LineSplittingExtension abstract class but debugger not coming on my method ShowSplits which I have overirde.   public class EWQCLineSplittingExtension:LineSplittingExtension { public static bool IsActive() { return EWQCFeatureSetHelper.IsEWQCManufacturingECCFeatureActive(); } //override ShowSplits to update lot on line detail click public override IEnumerable ShowSplits(PXAdapter adapter) { lsselect.View.AskExt(true); //base.showSplits(); MoveEntry moveEntryGraph = PXGraph.CreateInstance<MoveEntry>(); EWQCAMMoveEntryExt moveEntryGraphExt = moveEntryGraph.GetExtension<EWQCAMMoveEntryExt>(); moveEntryGraphExt.InsertLotsInLineDetails(false); return adapter.Get(); }}

Currently, I doing this PUT method but it doesn’t do anything but return the sales order object:https://sandbox.com/AcumaticaERP/entity/Default/22.200.001/SalesOrder?$expand=Payments&$select=Payments/AppliedToOrder:{    "OrderType": {"value": "WB"},    "OrderNbr": {"value": "WB00159383"},    "Payments": [        {            "ReferenceNbr": {                "value": "598095"            }        }    ]        }I’m expecting it to return the unpaid balance on the order so I can use this amount to call the same method with the following body:{    "OrderType": {"value": "WB"},    "OrderNbr": {"value": "WB00159383"},    "Payments": [        {            "ReferenceNbr": {                "value": "787266"            },            "AppliedToOrder": {                "value": 55.5900            }        }    ]        }

Hi, I have a client in Canada who wants to use the declining balance but it seems the calculation method is being based on the useful life. Is there a preconfigured method that is already setup in Acumatica that simply just depreciates the NBV by a percentage?  Any help would be greatly appreciated.  

Hi everyone, Does anybody have assets that they manage but do not own? We are trying to figure out where to put them in the system. Since we do not own them, they would not be a fixed asset.  Revenue would be received to manage the asset, which in this case would be a Cell Tower. We are in the wireless communications business. All input is welcome!! Thanks!  

Hi,I have an issue which is when an opportunity is converted to a sales quote it does not create the total in the summery area. Once an amount is entered to the freight (Value or Zero) the total showing up. Any possible reasons? Thanks,Dulanjana

I know this has been asked before but i want to be able to restrict items to certain branches so a user can not add them to a sales/purchase order in a different branch. I would like to do it by branch but if a solution worked for warehouse then that is fine too. I tried following this post below but it did not work.  

Hi All,Is there a way to get the list of published customizations on an ERP site via an APi call?For example, there is Site A which has 2 customizations and Site B has 5 customizations, we need to get the list of published customizations on each site without logging in to the site i.e. via an API.Is it possible? 

Is there a way to add compliance rows as part of the Project Templates?

At transition, the team made several errors when posting invoices and payments.  And when correcting the errors, additional issues were created.  Scenario:  AR Invoice was posted for $354k - invoice was paid by client in two payments.  When the 1st payment was applied, the Amount was not changed and the payment was posted as the full inv amount, but the payment was for $256k. Transactions were posted 11/2023. When the second payment was posted, it resulted in a negative AR. To correct the issue, the 1st payment was voided, but the void was posted in the wrong month.  Voided posted in 03/2024. To correct the incorrect month, the re-posted payment was voided (2nd Void posted in 03/2024) and reposted in the correct month 11/2023. Learned through this that you can’t void a void.  And have since reviewed a post on this forum how to correctly move an incorrectly posted voided payment from month to month. But the result of these voids is a discrepancy in the AR GL account.  It is overstated b

Hi ,I have made a mistake and I’m trying to correct it. I would appreciate some help here. Error - I have created some fixed assets with wrong class, wrong cost account and accumulated depreciation account. The fixed assets are active from 01st of July and the depreciations are perfumed for the past month. (July)Correction -  I need to transfer the cost, Accumulated depreciations to the correct account while adding the FA to the correct class affecting to the period of July. Blockers -I tried to change the class (Transfer between classes) which transfer the cost, acc dep. But it post the transaction into August. I changed the system date to July 31st but still the transfer entry posted to 1st of August. I tried Transfer assets option, but assets are not visible in the transfer form as of 31st of July. Kindly expect some help here. Thank You,Dulanjana 

I have an Generic Inquriy column called orig_ord_type which, depending on the ARInvoice.DocType could either be a ‘C’ for Credit or an ‘O’ for Invoices and Debit Memos. My logic for this  is =IIF(LEFT([ARInvoice.DocType], 6)  =  'Credit', 'C', 'O') which accounts for Credit Memos and Credit WO (Write Offs) which should be coming up as ‘C’, but everything is coming up as an ‘O’. I’ve even tried using =IIF([ARInvoice.OrigDocAmt] < 0.00, ‘C’, ‘O’) and anything listed as a Credit still had an O in the column. If anyone has other ideas, they would certainly be appreciated, even using the =SWITCH function. I’ve tried the =SWITCH and I received an error about the MEMO token. 

I'm working on making the Qty field in labor for production orders a required field with a value greater than 0.00 in Acumatica. I set the correct field as 'true' and published the project, but it doesn't seem to be working. Should I add a condition or incorporate this requirement into the workflow to enforce it?

One of my clients recently upgraded to Acumatica Cloud ERP 2024 R1, Build 24.106.0018+. They also installed Repay version 24.0814.0, the latest release as of August 16, 2024 (sourced at https://releases.repay.com/label/31329). Since installing this version, they have encountered partial functionality issues.I can add a payment method to a customer account and create a payment. However, when attempting to capture the payment, no transaction is created in Repay, and I receive the following error message: "Error during request processing. Transaction ID: 5964, Error: GetItemExtension failed." Additionally, I've created a sale in the Repay Virtual Terminal and tried to record that payment in Acumatica. When I go to Payments, add the payment method, and attempt to record the credit card payment, I get the following error: "AR Error: Credit card processing error. Internal: Object reference not set to an instance of an object." Finally, when I try to create a payment method from the customer

 Hi,Version: - 22.207.0013i would like to add new custom value in reasons combo box of opportunity close won. I unable to add, can anyone give me suggestions for this modification.     I tried in this version 22.207.0013I tried as field in the left-hand side, select the field reason click on Combo Box Values,add new values but unable to do it.I need to add custom value in reasons combo box of opportunity won/close.I tried so many times solutions, but it is not working.can anyone help me for this modification? I would like to be able to add additional reasons for marking an opportunity as lost. Has anyone found a way to do this?Thanks in advance.

I am looking at adding a GI for customer Service Order lookups, that will allow me to issue user credentials to a few customers.  From there they can look up basic information on all their current Service Orders.  Unfortunately it does not appear that the Self Service Portal is capable of Service Orders, only cases.  (Hopefully they will add this natively soon).I was hoping to create a Dashboard that would show the relevant information but that was tied directly to a login.  It doesn’t look like you can create an Attribute directly for the User but you can for the employee.  I was thinking about creating an Attribute at the Employee Class level “Customers”, that allowed for me to enter the customer number assigned to the login.  What I don’t know how to do, is to associate the GI with the current person logged in and place a condition in the GI that looks at the Attribute (Customer) and filters the customer based on that info.  Any thoughts, or potentially better avenues to go about th

The 23R2 release notes documentation mentions that a method (ConfirmPackage) was removed.  However, the full release notes doesn’t mention how the Pick/Pack/Ship classes were refactored. Does anyone know how to replace this method?  I need to override the Process() method in the PickPackShip.ScanCommand class to automatically Confirm Package.